Trump Accounts

Retirement Upside

Trump Accounts Hit 7M Enrollees, Raising New Questions for Advisors

Photo by Gage Skidmore via CC BY-SA 2.0

Wealth managers agree that a free $1,000 is a good thing, but it may come with trade-offs.

2 min read

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Retirement Upside

Trump Accounts May Create Millionaire Gen-Beta Retirees

Wealthy families who can contribute the maximum allowance have the biggest opportunity, but children of lower-income families also stand to benefit.

2 min read
Photo by Ca2hill via iStock

ETF Upside

Why State Street’s SPYM Is Treasury’s Top Choice for Trump Accounts

A handful of products were selected for the new government-sponsored accounts, including products from Vanguard and BlackRock.

2 min read
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Advisor Upside

IRS Eases Gift Tax Rules for Trump Accounts

The agency is allowing some contributions to be considered “current interest” gifts rather than “future interest” gifts.

2 min read

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